Field Wholesaler at Pacific Life Insurance Company
New York, NY 10001
About the Job
Job Description:Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most
It’s a big ask, but it’s one that we have the power to deliver when we work together
We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better
Why? Because it’s the right thing to do
Pacific Life is more than a job, it’s a career with purpose
It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.We’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division, emphasizing in annuities and mutual funds, to cover New York
The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses
With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence
This role will be based in New York City, so candidates must live in the area or be willing to relocate.How you'll help move us forward:Engage with Financial Professionals from 3 major distribution channels: Independent Planners, Financial Institutions and WirehousesRepresent 3 core lines of business (Variable Annuities, Fixed Annuities and Mutual Funds)Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales ManagementEfficiently leverage wide array of business planning tools, sales intelligence and other resourcesThe experience you bring:FINRA Series 7 or 6, 63, and Variable Contracts licenses requiredBachelor's Degree or equivalent experience5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities and/or mutual funds to Wirehouses, Financial Institutions, and/or Independent PlannersWorking knowledge of the Salesforce platform and other tradition business applicationStrong presentation skills, the ability to work independently and a track record of successOutgoing, adaptive, goals-based individual with exceptional interpersonal communication skills.Compensation:The base pay for the role is $80,000
In addition, this role is eligible for incentives based on production, and the total target compensation is $200,000+ depending on success in the role.Base Pay Range:The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting
The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location
Also, most employees are eligible for additional incentive pay.Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs
Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependentsGenerous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance ProgramCompetitive 401k savings plan with company match and an additional contribution regardless of participationEEO Statement:Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V
If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability
To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.SummaryLocation: New York-RemoteType: Full time
It’s a big ask, but it’s one that we have the power to deliver when we work together
We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better
Why? Because it’s the right thing to do
Pacific Life is more than a job, it’s a career with purpose
It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.We’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division, emphasizing in annuities and mutual funds, to cover New York
The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses
With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence
This role will be based in New York City, so candidates must live in the area or be willing to relocate.How you'll help move us forward:Engage with Financial Professionals from 3 major distribution channels: Independent Planners, Financial Institutions and WirehousesRepresent 3 core lines of business (Variable Annuities, Fixed Annuities and Mutual Funds)Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales ManagementEfficiently leverage wide array of business planning tools, sales intelligence and other resourcesThe experience you bring:FINRA Series 7 or 6, 63, and Variable Contracts licenses requiredBachelor's Degree or equivalent experience5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities and/or mutual funds to Wirehouses, Financial Institutions, and/or Independent PlannersWorking knowledge of the Salesforce platform and other tradition business applicationStrong presentation skills, the ability to work independently and a track record of successOutgoing, adaptive, goals-based individual with exceptional interpersonal communication skills.Compensation:The base pay for the role is $80,000
In addition, this role is eligible for incentives based on production, and the total target compensation is $200,000+ depending on success in the role.Base Pay Range:The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting
The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location
Also, most employees are eligible for additional incentive pay.Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs
Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependentsGenerous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance ProgramCompetitive 401k savings plan with company match and an additional contribution regardless of participationEEO Statement:Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V
If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability
To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.SummaryLocation: New York-RemoteType: Full time
